Focus on the Trend, Not the Noise
This is a multi-decade profit trend. Companies are accelerating spending on AI hardware to usher in a new era...
The Bleeding Edge is the only free newsletter that delivers daily insights and information from the high-tech world as well as topics and trends relevant to investments.
This is a multi-decade profit trend. Companies are accelerating spending on AI hardware to usher in a new era...
It’s too early to say whether OpenAI’s device will be the next iPhone. But we need to start thinking...
Anyone beating the drum that AI is in a bubble is going to end up with egg on their...
This week, we’re featuring an insight from colleague Teeka Tiwari.
Of the industries expected to shed jobs because of AI, the biggest are customer service and office support. And...
The idea that a tech company needs to be an innovator is not just misleading. It can be dangerous.
The Bleeding Edge is the only free newsletter that delivers daily insights and information from the high-tech world as well as topics and trends relevant to investments.